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Callodine Capital Management, LP: OTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callodine Capital Management, LP on OTF, newest first. How the timeline and the estimate are built.

Callodine Capital Management, LP held 300,000 OTF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,000 shares
    Change vs previous 13F +125,000 shares

    0.2% of the 13F portfolio, value $3,105,000.

    13F-HR 0001741675-26-000004 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 175,000 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,168,250.

    13F-HR 0001741675-26-000003 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).